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Dan Sumner, CFA

Dan Sumner, CFA

Economist

Followers of Dan Sumner, CFA651 followers
location of Dan Sumner, CFASaskatoon, Saskatchewan, Canada

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  • Timeline

  • About me

    Senior Investment Counsellor & Portfolio Manager at BMO Private Wealth

  • Education

    • CFA Institute

      2010 - 2013
      Chartered Financial Analyst Finance

    • University of Saskatchewan

      2002 - 2007
      Bachelor's Degree, Honors Business Economics

    • Queen's University

      2007 - 2008
      Masters Economics

      Activities and Societies: M.A. Rep. for Graduate Economics Students Society

  • Experience

    • ATB Financial

      Jan 2008 - Jan 2012
      Economist

      Member of small economics department whose broader responsibilities included being the primary source for analysis and opinions on Alberta’s economy for internal business planning purposes and promoting ATB’s name through a significant presence in the media.• Quoted in over 100 separate articles in local and national newspapers including the Calgary Herald, Edmonton Journal, The Globe and Mail and National Post• Became a semi-regular panelist on Access TV’s “Alberta Prime Time” (10-20 appearances) and made over 30 appearances on local Alberta and national TV news shows including two live appearances on BNN• produced the only internally generated Alberta provincial economic forecast using an econometric model. Forecasts were used internally for business planning and risk management purposes• Was asked to perform approx. 10 economic presentations to external stakeholders including existing and prospective clients Show less

    • Talisman Energy

      Jan 2012 - Jan 2013
      Economic and Strategy Analyst

      Analyzing global and regional oil and natural gas markets (e.g., supply/demand fundamentals), the competitive landscape and project level economics. Special teams support for executives and asset teams and generation of rigorous semi-annual market level analysis packages and presentations for senior leaders including CEO.

    • BHP Billiton

      Jan 2013 - Jan 2016
      Analyst

      Working collaboratively in cross-functional teams on small and major investments, development projects, technical evaluations, M&A activity, divestments and commercial arrangements. Evaluate issues and risks and play a leading role in business evaluation activities as the key link between project teams and decision makers.Assist in both the preparation and review of investment proposals to ensure that the appropriate investment evaluation has been undertaken, the results & conclusions are correct and BHP Billiton's valuation standards have been met. Show less

    • BMO Private Wealth

      Sept 2017 - now

      • Senior Investment Counsellor & Portfolio Manager

        Apr 2020 - now

      • Investment Counsellor

        Dec 2018 - Apr 2020

      • Associate Investment Counsellor

        Sept 2017 - Dec 2018

  • Licenses & Certifications